The AI Brokerage Era: How Automation, Custom Indexing, and Agentic Tools Are Changing Investing

In this episode of Lead-Lag Live, I sit down with Stephen Sikes, Chief Operating Officer at Public, to explore how artificial intelligence is transforming retail investing, brokerage platforms, and portfolio construction.

From AI-powered research to custom-built indexes and the rise of agentic brokerage, Sikes explains how new tools are giving individual investors access to capabilities once reserved for institutions and what risks and responsibilities come with that shift.

In this episode:
– How AI research tools are changing how retail investors analyze stocks
– What it means to build custom indexes using natural language
– The rise of agentic brokerage and automated portfolio management
– Where AI can help investors and where human judgment still matters
– Why the next generation of brokerages may look nothing like the last

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